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Ferguson
FERG

Overview Fund Activity

551 hedge funds and large institutions have $33.5B invested in Ferguson in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 221 increasing their positions, 180 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
551
Holders Change
+36
Holders Change %
+6.99%
% of All Funds
8.79%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.49%
New
80
Increased
221
Reduced
180
Closed
41
Calls
$63.4M
Puts
$32.4M
Net Calls
+$31M
Net Calls Change
+$22.4M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
$269M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$155M
3
BBA
Baader Bank Aktiengesellschaft
Germany
$88.2M
4
First Trust Advisors
First Trust Advisors
Illinois
$82.8M
5
UBS AM
UBS AM
Illinois
$176M

Top Sellers

1
PL
Perpetual Ltd
Australia
$15.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$0
3
MGIM
M&G Investment Management
United Kingdom
$7.05B
4
Barclays
Barclays
United Kingdom
$113M
5
SCA
Southpoint Capital Advisors
New York
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
SN
501
Sittner & Nelson
Oregon
$16.4K – – –
ETC
502
Exchange Traded Concepts
Oklahoma
$14.6K -$18.9K -115 -56%
QL
503
Quarry LP
New York
$12.8K +$9.05K +55 +239%
PTC
504
Private Trust Company
Ohio
$12.5K -$493 -3 -4%
BIA
505
Bell Investment Advisors
California
$11.5K +$1.32K +8 +13%
ECM
506
Engine Capital Management
New York
$10.4K – – –
BBHC
507
Brown Brothers Harriman & Co
New York
$10.4K +$10.4K +63 New
QC
508
Quent Capital
New York
$9.7K – – –
GBT
509
Grove Bank & Trust
Florida
$9.38K +$9.38K +57 New
MPWT
510
MassMutual Private Wealth & Trust
Connecticut
$8.22K +$4.28K +26 +108%
SFG
511
Steward Financial Group
Texas
$8K +$8K +54 New
AssetMark Inc
512
AssetMark Inc
California
$6.91K +$4.61K +28 +200%
EBA
513
Eagle Bay Advisors
New York
$6.74K – – –
CWC
514
Carolinas Wealth Consulting
North Carolina
$6.31K +$1.8K +12 +40%
HWA
515
HHM Wealth Advisors
Tennessee
$6.09K – – –
AF
516
Allworth Financial
California
$5.59K +$1.32K +8 +31%
CAL
517
Capital Advisors Ltd
Ohio
$5K – – –
KFI
518
Key Financial Inc
Pennsylvania
$4.77K – – –
JWA
519
JFS Wealth Advisors
Pennsylvania
$4.44K -$987 -6 -18%
EARNEST Partners
520
EARNEST Partners
Georgia
$4.34K +$4.34K +32 New
AF
521
Advisornet Financial
Minnesota
$4.11K +$1.65K +10 +67%
TWM
522
Tradition Wealth Management
Minnesota
$4K – – –
PFBT
523
Parkside Financial Bank & Trust
Missouri
$3.95K +$2.47K +15 +167%
FFA
524
Farther Finance Advisors
California
$3.95K +$2.96K +18 +300%
VWM
525
Venturi Wealth Management
Texas
$3.62K +$3.62K +22 New
19 20
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